Miracle Mile Advisors

Miracle Mile Advisors as of Dec. 31, 2022

Portfolio Holdings for Miracle Mile Advisors

Miracle Mile Advisors holds 507 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL) 4.4 $129M 1.3M 99.71
Invesco Qqq Trust Etf (QQQ) 3.9 $114M 426k 266.28
Ishares S&p 500 Growth Etf Etf (IVW) 2.9 $85M 1.5M 58.50
Apple Stock (AAPL) 2.7 $78M 598k 129.93
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 2.3 $68M 1.5M 46.70
Microsoft Corp Stock (MSFT) 2.3 $66M 276k 239.82
Vanguard Total Bond Market Etf Etf (BND) 2.2 $64M 894k 71.84
Vanguard Ftse Developed Markets Etf Etf (VEA) 2.2 $63M 1.5M 41.97
Ishares S&p 500 Value Etf Etf (IVE) 2.2 $63M 434k 145.07
Vanguard S&p 500 Etf Etf (VOO) 2.0 $59M 168k 351.34
Spdr Ssga Multi-asset Real Return Etf Etf (RLY) 1.9 $57M 2.1M 27.54
Schwab International Equity Etf Etf (SCHF) 1.9 $55M 1.7M 32.21
Spdr Gold Minishares Trust Etf (GLDM) 1.5 $45M 1.2M 36.19
Vanguard Mid-cap Value Etf Etf (VOE) 1.5 $44M 321k 135.24
Vanguard Total Stock Market Etf Etf (VTI) 1.5 $43M 225k 191.19
Ishares Core Msci Eafe Etf Etf (IEFA) 1.5 $43M 693k 61.64
Invesco Senior Loan Etf Etf (BKLN) 1.4 $42M 2.0M 20.53
Ishares U.s. Treasury Bond Etf Etf (GOVT) 1.4 $40M 1.8M 22.72
Ishares Biotechnology Etf Etf (IBB) 1.3 $38M 291k 131.29
Vanguard Value Etf Etf (VTV) 1.3 $37M 262k 140.37
Vanguard Small-cap Etf Etf (VB) 1.2 $36M 195k 183.54
First Trust Preferred Securities & Income Etf Etf (FPE) 1.2 $36M 2.1M 16.80
Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB) 1.1 $31M 671k 46.44
Ishares Msci Eafe Etf Etf (EFA) 1.0 $30M 460k 65.64
Schwab Emerging Markets Equity Etf Etf (SCHE) 1.0 $30M 1.3M 23.67
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 1.0 $28M 287k 96.99
Ishares California Muni Bond Etf Etf (CMF) 1.0 $28M 495k 56.11
Ishares Russell Midcap Etf Etf (IWR) 0.9 $28M 409k 67.45
Energy Select Sector Spdr Fund Etf (XLE) 0.9 $27M 304k 87.47
Ishares Mbs Etf Etf (MBB) 0.9 $25M 268k 92.75
Ishares Core Msci Total International Stock Etf Etf (IXUS) 0.8 $24M 422k 57.88
Vanguard Dividend Appreciation Etf Etf (VIG) 0.8 $24M 157k 151.85
Ishares National Muni Bond Etf Etf (MUB) 0.8 $23M 218k 105.52
Vanguard Intermediate-term Treasury Etf Etf (VGIT) 0.8 $22M 378k 58.48
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR) 0.8 $22M 941k 23.35
Ishares Core S&p 500 Etf Etf (IVV) 0.7 $21M 54k 384.21
First Trust Institutional Preferred Securities & Income Etf Etf (FPEI) 0.7 $20M 1.1M 17.81
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.7 $20M 45k 442.79
Cambria Value & Momentum Etf Etf (VAMO) 0.7 $20M 724k 27.21
Technology Select Sector Spdr Fund Etf (XLK) 0.6 $19M 152k 124.44
First Trust Managed Municipal Etf Etf (FMB) 0.6 $19M 369k 50.11
Ishares Msci Canada Etf Etf (EWC) 0.6 $18M 560k 32.73
Spdr S&p Insurance Etf Etf (KIE) 0.6 $18M 427k 40.95
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC) 0.6 $16M 660k 24.49
Ishares Short Treasury Bond Etf Etf (SHV) 0.5 $16M 145k 109.92
Invesco Aerospace & Defense Etf Etf (PPA) 0.5 $16M 200k 78.40
Schwab Us Dividend Equity Etf Etf (SCHD) 0.5 $16M 207k 75.54
Innovator U.s. Equity Ultra Buffer Etf - September Etf (USEP) 0.5 $16M 589k 26.40
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.5 $16M 144k 108.21
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.5 $15M 198k 77.51
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) 0.5 $15M 144k 105.43
Ishares Us Transportation Etf Etf (IYT) 0.5 $14M 67k 213.55
Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP) 0.5 $14M 103k 135.88
Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 0.5 $14M 144k 95.78
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 0.5 $14M 141k 96.96
Ishares 10 Year Investment Grade Corporate Bond Etf Etf (IGLB) 0.5 $13M 266k 49.79
Vanguard Mortgage-backed Securities Etf Etf (VMBS) 0.4 $13M 283k 45.52
Ishares Select Dividend Etf Etf (DVY) 0.4 $13M 105k 120.60
Amazon Stock (AMZN) 0.4 $13M 150k 84.00
Consumer Staples Select Sector Spdr Fund Etf (XLP) 0.4 $13M 168k 74.55
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.4 $12M 137k 88.73
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ) 0.4 $12M 116k 100.80
Vanguard Total International Stock Etf Etf (VXUS) 0.4 $12M 225k 51.72
Mcdonalds Corp Stock (MCD) 0.4 $11M 42k 263.53
Vanguard Materials Etf Etf (VAW) 0.4 $11M 64k 170.20
Innovator Defined Wealth Shield Etf Etf (BALT) 0.4 $11M 407k 26.59
Ishares New York Muni Bond Etf Etf (NYF) 0.4 $11M 204k 52.40
Vanguard Growth Etf Etf (VUG) 0.4 $11M 50k 213.11
Ishares Russell 2000 Value Etf Etf (IWN) 0.4 $11M 76k 138.67
Vanguard S&p 500 Growth Etf Etf (VOOG) 0.4 $10M 48k 210.94
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.3 $10M 154k 65.61
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.3 $10M 180k 55.56
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.3 $9.8M 112k 88.23
Wisdomtree Floating Rate Treasury Fund Etf (USFR) 0.3 $9.7M 194k 50.27
Equinix Reit (EQIX) 0.3 $9.5M 15k 655.01
Accenture Plc Ireland Shs Class A Stock (ACN) 0.3 $9.2M 34k 266.84
First Trust Low Duration Opportunities Etf Etf (LMBS) 0.3 $7.9M 168k 47.41
Union Pac Corp Stock (UNP) 0.3 $7.8M 38k 207.07
Jpmorgan Chase & Co Stock (JPM) 0.3 $7.7M 57k 134.10
Ishares Msci India Etf Etf (INDA) 0.3 $7.4M 178k 41.74
Spdr Ssga Us Large Cap Low Volatility Index Etf Etf (LGLV) 0.3 $7.4M 55k 135.63
Vanguard S&p 500 Value Etf Etf (VOOV) 0.3 $7.4M 53k 140.06
Johnson & Johnson Stock (JNJ) 0.2 $7.1M 40k 176.65
First Trust Nasdaq Cybersecurity Etf Etf (CIBR) 0.2 $7.0M 182k 38.71
Spdr Portfolio Emerging Markets Etf Etf (SPEM) 0.2 $6.8M 208k 32.96
Medtronic Stock (MDT) 0.2 $6.8M 88k 77.72
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.2 $6.7M 22k 308.90
Caterpillar Stock (CAT) 0.2 $6.7M 28k 239.56
Home Depot Stock (HD) 0.2 $6.7M 21k 315.86
Fidelity Msci Health Care Index Etf Etf (FHLC) 0.2 $6.6M 104k 63.98
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.2 $6.5M 27k 241.89
Paypal Hldgs Stock (PYPL) 0.2 $6.4M 89k 71.22
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.2 $6.3M 84k 75.19
Ishares U.s. Medical Devices Etf Etf (IHI) 0.2 $6.3M 119k 52.57
Ishares Tips Bond Etf Etf (TIP) 0.2 $6.1M 57k 106.44
Ishares Msci Eafe Small-cap Etf Etf (SCZ) 0.2 $6.0M 106k 56.48
Ishares 1-3 Year International Treasury Bond Etf Etf (ISHG) 0.2 $6.0M 86k 69.59
Nvidia Corporation Stock (NVDA) 0.2 $5.8M 40k 146.14
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG) 0.2 $5.7M 139k 40.89
Vanguard International Dividend Appreciation Etf Etf (VIGI) 0.2 $5.7M 82k 69.63
First Trust Senior Loan Fund Etf (FTSL) 0.2 $5.7M 128k 44.59
Vanguard S&p Mid-cap 400 Growth Etf Etf (IVOG) 0.2 $5.7M 34k 169.32
Cigna Corp Stock (CI) 0.2 $5.7M 17k 331.34
Ishares Ibonds Dec 2024 Term Corporate Etf Etf (IBDP) 0.2 $5.6M 231k 24.42
Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG) 0.2 $5.5M 84k 65.34
Meta Platforms Inc Cl A Stock (META) 0.2 $5.4M 45k 120.34
S&p Global Stock (SPGI) 0.2 $5.1M 15k 334.93
Abbvie Stock (ABBV) 0.2 $5.0M 31k 161.61
Wisdomtree India Earnings Fund Etf (EPI) 0.2 $5.0M 154k 32.59
Invesco S&p Smallcap Low Volatility Etf Etf (XSLV) 0.2 $5.0M 111k 44.66
Visa Inc Com Cl A Stock (V) 0.2 $4.9M 24k 207.76
Spdr S&p 500 Etf Trust Etf (SPY) 0.2 $4.9M 13k 382.44
Merck & Co Stock (MRK) 0.2 $4.7M 43k 110.95
Vanguard Small Cap Value Etf Etf (VBR) 0.2 $4.7M 30k 158.80
Boeing Stock (BA) 0.2 $4.7M 24k 190.49
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV) 0.2 $4.5M 71k 63.59
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.2 $4.5M 14k 331.34
Ishares Preferred & Income Securities Etf Etf (PFF) 0.2 $4.5M 148k 30.53
Schwab Fundamental International Small Co. Index Etf Etf (FNDC) 0.2 $4.5M 144k 31.26
Procter And Gamble Stock (PG) 0.2 $4.4M 29k 151.56
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ) 0.2 $4.4M 182k 24.32
Raytheon Technologies Corp Stock (RTX) 0.1 $4.2M 42k 100.92
Health Care Select Sector Spdr Fund Etf (XLV) 0.1 $4.2M 31k 135.85
Industrial Select Sector Spdr Fund Etf (XLI) 0.1 $4.2M 43k 98.21
Wisdomtree Dynamic Currency Hedged International Smallcap Equity Fund Etf (DDLS) 0.1 $4.1M 138k 29.95
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF) 0.1 $4.1M 127k 32.23
Ishares Msci Kld 400 Social Etf Etf (DSI) 0.1 $4.1M 57k 71.79
Unitedhealth Group Stock (UNH) 0.1 $4.1M 7.7k 530.20
Proshares Ultrapro Short Qqq Etf (SQQQ) 0.1 $4.1M 75k 54.01
Tesla Stock (TSLA) 0.1 $4.0M 33k 123.18
Conocophillips Stock (COP) 0.1 $4.0M 34k 118.00
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.1 $3.9M 47k 84.75
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.1 $3.9M 38k 104.27
Thermo Fisher Scientific Stock (TMO) 0.1 $3.9M 7.2k 550.70
Vanguard Russell 2000 Value Etf Etf (VTWV) 0.1 $3.9M 32k 121.77
Vanguard Mid-cap Growth Etf Etf (VOT) 0.1 $3.9M 22k 179.76
Linde Stock 0.1 $3.8M 12k 326.19
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.1 $3.8M 45k 84.80
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.1 $3.8M 53k 72.10
Essex Ppty Tr Reit (ESS) 0.1 $3.7M 17k 211.92
Spdr S&p 600 Small Cap Value Etf Etf (SLYV) 0.1 $3.7M 49k 74.22
Walmart Stock (WMT) 0.1 $3.6M 26k 141.79
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO) 0.1 $3.6M 101k 35.86
Fedex Corp Stock (FDX) 0.1 $3.6M 21k 173.20
Travelers Companies Stock (TRV) 0.1 $3.6M 19k 187.49
Chevron Corp Stock (CVX) 0.1 $3.6M 20k 179.49
Cvs Health Corp Stock (CVS) 0.1 $3.5M 38k 93.19
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS) 0.1 $3.4M 33k 102.81
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF) 0.1 $3.4M 116k 29.11
Schwab International Small-cap Equity Etf Etf (SCHC) 0.1 $3.3M 104k 31.47
Csx Corp Stock (CSX) 0.1 $3.2M 103k 30.98
First Trust California Municipal High Income Etf Etf (FCAL) 0.1 $3.2M 66k 48.39
Salesforce Stock (CRM) 0.1 $3.1M 24k 132.59
Ishares Msci Emerging Markets Etf Etf (EEM) 0.1 $3.1M 81k 37.90
Schwab Charles Corp Stock (SCHW) 0.1 $3.0M 36k 83.26
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.1 $3.0M 64k 46.71
Ishares Ibonds Dec 2023 Term Muni Bond Etf Etf 0.1 $3.0M 117k 25.35
Waste Mgmt Inc Del Stock (WM) 0.1 $2.9M 19k 156.88
Ishares Floating Rate Bond Etf Etf (FLOT) 0.1 $2.9M 58k 50.33
Verizon Communications Stock (VZ) 0.1 $2.8M 72k 39.40
Diamondback Energy Stock (FANG) 0.1 $2.8M 21k 136.78
Vanguard Extended Market Etf Etf (VXF) 0.1 $2.8M 21k 132.86
Financial Select Sector Spdr Fund Etf (XLF) 0.1 $2.8M 81k 34.20
Disney Walt Stock (DIS) 0.1 $2.7M 32k 86.88
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.1 $2.7M 30k 91.47
Astrazeneca Adr (AZN) 0.1 $2.7M 40k 67.80
Shell Plc Spon Ads Adr (SHEL) 0.1 $2.6M 47k 56.95
Louisiana Pac Corp Stock (LPX) 0.1 $2.6M 45k 59.20
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC) 0.1 $2.6M 174k 14.78
Netflix Stock (NFLX) 0.1 $2.6M 8.7k 294.88
Ishares Morningstar Mid-cap Etf Etf (IMCB) 0.1 $2.5M 43k 58.67
Vanguard Mid-cap Etf Etf (VO) 0.1 $2.5M 12k 203.81
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 0.1 $2.5M 83k 29.69
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $2.4M 11k 214.24
Vanguard S&p Mid-cap 400 Value Etf Etf (IVOV) 0.1 $2.4M 16k 153.42
Ryder Sys Stock (R) 0.1 $2.4M 29k 83.57
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD) 0.1 $2.4M 50k 47.86
Goldman Sachs Group Stock (GS) 0.1 $2.4M 6.9k 343.39
Wisdomtree Yield Enhanced U.s. Aggregate Bond Fund Etf (AGGY) 0.1 $2.3M 55k 42.65
Mastercard Incorporated Cl A Stock (MA) 0.1 $2.3M 6.7k 347.73
Broadcom Stock (AVGO) 0.1 $2.3M 4.1k 559.17
HSBC HLDGS Adr (HSBC) 0.1 $2.3M 73k 31.16
Vaneck Fallen Angel High Yield Bond Etf Etf (ANGL) 0.1 $2.3M 84k 27.02
Ishares Msci Acwi Low Carbon Target Etf Etf (CRBN) 0.1 $2.3M 16k 138.14
Spdr Ssga Us Small Cap Low Volatility Index Etf Etf (SMLV) 0.1 $2.3M 21k 107.65
Phillips 66 Stock (PSX) 0.1 $2.2M 22k 104.08
Proshares Ultra Qqq Etf (QLD) 0.1 $2.2M 64k 35.04
Exxon Mobil Corp Stock (XOM) 0.1 $2.2M 20k 110.30
Marsh & Mclennan Cos Stock (MMC) 0.1 $2.2M 13k 165.48
Citigroup Stock (C) 0.1 $2.2M 48k 45.23
Blackstone Stock (BX) 0.1 $2.1M 29k 74.19
Qualcomm Stock (QCOM) 0.1 $2.1M 19k 109.94
Aon Plc Shs Cl A Stock (AON) 0.1 $2.0M 6.8k 300.14
Nuveen Esg U.s. Aggregate Bond Etf Etf (NUBD) 0.1 $2.0M 94k 21.77
Ishares Msci Usa Esg Select Etf Etf (SUSA) 0.1 $2.0M 25k 82.32
Nextera Energy Stock (NEE) 0.1 $2.0M 24k 83.60
Ishares Semiconductor Etf Etf (SOXX) 0.1 $2.0M 5.7k 347.96
Honeywell Intl Stock (HON) 0.1 $2.0M 9.2k 214.29
First Trust Tactical High Yield Etf Etf (HYLS) 0.1 $1.9M 50k 38.94
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.1 $1.9M 29k 66.02
Ford Mtr Co Del Stock (F) 0.1 $1.9M 165k 11.63
Vanguard Information Technology Etf Etf (VGT) 0.1 $1.9M 6.0k 319.41
Xtrackers Usd High Yield Corporate Bond Etf Etf (HYLB) 0.1 $1.9M 57k 33.71
Prologis Reit (PLD) 0.1 $1.9M 17k 112.73
Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.1 $1.9M 28k 65.86
First Trust Nasdaq Technology Dividend Index Fund Etf (TDIV) 0.1 $1.8M 39k 47.78
Spdr Msci Eafe Fossil Fuel Free Etf Etf (EFAX) 0.1 $1.8M 27k 68.02
Vanguard S&p Small-cap 600 Value Etf Etf (VIOV) 0.1 $1.8M 12k 157.06
Lilly Eli & Co Stock (LLY) 0.1 $1.8M 4.9k 365.84
Anthem Stock (ELV) 0.1 $1.8M 3.4k 513.03
Advanced Micro Devices Stock (AMD) 0.1 $1.7M 27k 64.77
Spdr Msci Emerging Markets Fossil Fuel Free Etf Etf (EEMX) 0.1 $1.7M 30k 57.38
Invesco Water Resources Etf Etf (PHO) 0.1 $1.7M 33k 51.54
Pimco Intermediate Municipal Bond Active Etf Etf (MUNI) 0.1 $1.7M 32k 51.38
Pimco Active Bond Etf Etf (BOND) 0.1 $1.6M 18k 90.48
Deere & Co Stock (DE) 0.1 $1.6M 3.8k 428.76
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG) 0.1 $1.6M 22k 73.63
Conagra Brands Stock (CAG) 0.1 $1.6M 41k 38.70
Revolve Group Inc Cl A Stock (RVLV) 0.1 $1.6M 72k 22.26
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.1 $1.6M 32k 49.82
Coca Cola Stock (KO) 0.1 $1.6M 24k 63.61
International Business Machs Stock (IBM) 0.1 $1.5M 11k 140.89
Costco Whsl Corp Stock (COST) 0.1 $1.5M 3.3k 456.56
Te Connectivity Stock (TEL) 0.1 $1.5M 13k 114.80
Wabtec Stock (WAB) 0.1 $1.5M 15k 99.81
Ishares International Select Dividend Etf Etf (IDV) 0.1 $1.5M 56k 27.16
Ishares Russell Mid-cap Value Etf Etf (IWS) 0.1 $1.5M 14k 105.34
Ishares Core S&p Small Cap Etf Etf (IJR) 0.0 $1.4M 15k 94.64
Spdr S&p Transportation Etf Etf (XTN) 0.0 $1.4M 21k 67.21
Blackrock Ultra Short-term Bond Etf Etf (ICSH) 0.0 $1.4M 28k 50.04
Global X U.s. Preferred Etf Etf (PFFD) 0.0 $1.4M 73k 19.37
Ishares Esg Aware Msci Eafe Etf Etf (ESGD) 0.0 $1.4M 21k 65.74
Pepsico Stock (PEP) 0.0 $1.4M 7.7k 180.66
Nike Inc Cl B Stock (NKE) 0.0 $1.4M 12k 117.01
Pfizer Stock (PFE) 0.0 $1.4M 27k 51.24
Lowes Cos Stock (LOW) 0.0 $1.4M 6.8k 199.25
Schwab U.s. Broad Market Etf Etf (SCHB) 0.0 $1.3M 30k 44.81
Intuit Stock (INTU) 0.0 $1.3M 3.4k 389.27
Ameren Corp Stock (AEE) 0.0 $1.3M 15k 88.92
Abbott Labs Stock (ABT) 0.0 $1.3M 12k 109.79
Terex Corp Stock (TEX) 0.0 $1.3M 30k 42.72
D R Horton Stock (DHI) 0.0 $1.3M 14k 89.14
Texas Instrs Stock (TXN) 0.0 $1.3M 7.6k 165.23
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.0 $1.3M 32k 38.98
Emerson Elec Stock (EMR) 0.0 $1.2M 13k 96.06
Cohen & Steers Infrastructure Cef (UTF) 0.0 $1.2M 52k 23.99
Western Digital Corp Stock (WDC) 0.0 $1.2M 40k 31.55
Pimco Investment Grade Corporate Bond Index Etf Etf (CORP) 0.0 $1.2M 13k 93.00
Vanguard S&p Small-cap 600 Etf Etf (VIOO) 0.0 $1.2M 7.1k 173.32
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB) 0.0 $1.2M 25k 49.51
Ebay Stock (EBAY) 0.0 $1.2M 29k 41.47
Simon Ppty Group Reit (SPG) 0.0 $1.2M 10k 117.48
Schwab Intermediate-term Us Treasury Etf Etf (SCHR) 0.0 $1.2M 24k 49.23
Paychex Stock (PAYX) 0.0 $1.2M 10k 115.56
Pool Corp Stock (POOL) 0.0 $1.2M 3.9k 302.33
Bwx Technologies Stock (BWXT) 0.0 $1.1M 19k 58.08
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.0 $1.1M 13k 83.60
Guggenheim Taxable Municp Bond Cef (GBAB) 0.0 $1.1M 68k 16.36
Ishares Esg Aware Msci Em Etf Etf (ESGE) 0.0 $1.1M 37k 30.07
Ishares U.s. Real Estate Etf Etf (IYR) 0.0 $1.1M 13k 84.19
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.0 $1.1M 22k 49.49
Vanguard Ftse Europe Etf Etf (VGK) 0.0 $1.1M 20k 55.44
Dominion Energy Stock (D) 0.0 $1.1M 18k 61.32
Spdr Blackstone Senior Loan Etf Etf (SRLN) 0.0 $1.1M 26k 40.90
Ishares S&p 100 Etf Etf (OEF) 0.0 $1.1M 6.2k 170.57
Intel Corp Stock (INTC) 0.0 $1.1M 40k 26.43
Johnson Ctls Intl Stock (JCI) 0.0 $1.1M 17k 64.00
Dollar Gen Corp Stock (DG) 0.0 $1.1M 4.3k 246.24
Potlatchdeltic Corporation Reit (PCH) 0.0 $1.0M 24k 43.99
Sysco Corp Stock (SYY) 0.0 $1.0M 13k 76.45
Vanguard Global Ex-u.s. Real Estate Etf Etf (VNQI) 0.0 $1.0M 25k 41.34
Ametek Stock (AME) 0.0 $1.0M 7.2k 139.72
Semtech Corp Stock (SMTC) 0.0 $1.0M 35k 28.69
Blackrock Tax Municpal Bd Tr Cef (BBN) 0.0 $997k 59k 16.84
Adobe Systems Incorporated Stock (ADBE) 0.0 $994k 3.0k 336.53
Oracle Corp Stock (ORCL) 0.0 $989k 12k 81.74
Comerica Stock (CMA) 0.0 $973k 15k 66.85
Ferrari N V Stock (RACE) 0.0 $964k 4.5k 214.22
Ishares Esg Aware Usd Corporate Bond Etf Etf (SUSC) 0.0 $941k 42k 22.30
Comcast Corp New Cl A Stock (CMCSA) 0.0 $937k 27k 34.97
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG) 0.0 $926k 20k 46.74
Xylem Stock (XYL) 0.0 $909k 8.2k 110.57
Utilities Select Sector Spdr Fund Etf (XLU) 0.0 $901k 13k 70.50
Wisdomtree Europe Hedged Equity Fund Etf (HEDJ) 0.0 $892k 13k 69.96
Paycom Software Stock (PAYC) 0.0 $892k 2.9k 310.31
Marvell Technology Stock (MRVL) 0.0 $885k 24k 37.04
Dupont De Nemours Stock (DD) 0.0 $876k 13k 68.63
Lhc Group Stock 0.0 $868k 5.4k 161.69
Royce Value Tr Cef (RVT) 0.0 $868k 66k 13.26
Blackrock Stock (BLK) 0.0 $861k 1.2k 708.90
Dell Technologies Inc Cl C Stock (DELL) 0.0 $858k 21k 40.22
Wells Fargo Stock (WFC) 0.0 $845k 21k 41.29
Mp Materials Corp Com Cl A Stock (MP) 0.0 $838k 35k 24.28
Dow Stock (DOW) 0.0 $837k 17k 50.39
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.0 $836k 17k 50.67
Amgen Stock (AMGN) 0.0 $834k 3.2k 262.67
Vmware Inc Cl A Stock 0.0 $830k 6.8k 122.76
Corteva Stock (CTVA) 0.0 $802k 14k 58.78
Alibaba Group Hldg Adr (BABA) 0.0 $800k 9.1k 88.09
Uber Technologies Stock (UBER) 0.0 $790k 32k 24.73
Roper Technologies Stock (ROP) 0.0 $778k 1.8k 432.09
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) 0.0 $775k 33k 23.77
Copa Holdings Sa Cl A Stock (CPA) 0.0 $769k 9.3k 83.17
Vanguard Real Estate Etf Etf (VNQ) 0.0 $768k 9.3k 82.48
Cisco Sys Stock (CSCO) 0.0 $766k 16k 47.64
Airbnb Inc Com Cl A Stock (ABNB) 0.0 $764k 8.9k 85.50
Ncr Corp Stock (VYX) 0.0 $759k 32k 23.41
Moodys Corp Stock (MCO) 0.0 $759k 2.7k 278.66
Ecolab Stock (ECL) 0.0 $752k 5.2k 145.56
Westrock Stock (WRK) 0.0 $745k 21k 35.16
Bank America Corp Stock (BAC) 0.0 $743k 22k 33.12
Ishares Core Msci Europe Etf Etf (IEUR) 0.0 $740k 16k 47.50
Lamb Weston Hldgs Stock (LW) 0.0 $724k 8.1k 89.36
Target Corp Stock (TGT) 0.0 $698k 4.7k 149.05
Sherwin Williams Stock (SHW) 0.0 $696k 2.9k 237.37
Juniper Networks Stock (JNPR) 0.0 $684k 21k 31.96
Fiserv Stock (FI) 0.0 $683k 6.8k 101.07
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.0 $674k 7.4k 91.32
Invesco California Amt-free Municipal Bond Etf Etf (PWZ) 0.0 $669k 28k 24.14
Exlservice Holdings Stock (EXLS) 0.0 $663k 3.9k 169.43
Marathon Oil Corp Stock (MRO) 0.0 $642k 24k 27.07
Servicenow Stock (NOW) 0.0 $638k 1.6k 388.27
Schwab U.s. Small-cap Etf Etf (SCHA) 0.0 $634k 16k 40.51
Ishares Global Industrials Etf Etf (EXI) 0.0 $624k 5.9k 106.49
Wisdomtree Emerging Markets High Dividend Fund Etf (DEM) 0.0 $620k 17k 35.64
Edwards Lifesciences Corp Stock (EW) 0.0 $619k 8.3k 74.61
Automatic Data Processing Stock (ADP) 0.0 $604k 2.5k 238.86
Bristol-myers Squibb Stock (BMY) 0.0 $603k 8.4k 71.95
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.0 $599k 6.0k 99.56
Innovator U.s. Equity Buffer Etf - August Etf (BAUG) 0.0 $597k 20k 29.95
American Tower Corp Reit (AMT) 0.0 $596k 2.8k 211.86
Morgan Stanley Stock (MS) 0.0 $596k 7.0k 85.02
Gilead Sciences Stock (GILD) 0.0 $595k 6.9k 85.85
Radnet Stock (RDNT) 0.0 $594k 32k 18.83
Block Inc Cl A Stock (SQ) 0.0 $592k 9.4k 62.84
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.0 $590k 4.0k 145.94
Ishares Aaa-a Rated Corporate Bond Etf Etf (QLTA) 0.0 $582k 13k 46.33
Pentair Stock (PNR) 0.0 $574k 13k 44.98
Palo Alto Networks Stock (PANW) 0.0 $564k 4.0k 139.54
Vanguard Utilities Etf Etf (VPU) 0.0 $559k 3.6k 153.34
National Fuel Gas Stock (NFG) 0.0 $548k 8.7k 63.30
Ishares Russell 2000 Etf Etf (IWM) 0.0 $546k 3.1k 174.35
Omnicom Group Stock (OMC) 0.0 $545k 6.7k 81.57
Allstate Corp Stock (ALL) 0.0 $536k 4.0k 135.60
Energizer Hldgs Stock (ENR) 0.0 $534k 16k 33.55
Upstart Hldgs Stock (UPST) 0.0 $533k 40k 13.22
Intuitive Surgical Stock (ISRG) 0.0 $521k 2.0k 265.35
Vanguard Short-term Treasury Etf Etf (VGSH) 0.0 $517k 8.9k 57.82
Vanguard Ftse Pacific Etf Etf (VPL) 0.0 $516k 8.0k 64.35
Tegna Stock (TGNA) 0.0 $505k 24k 21.19
General Electric Stock (GE) 0.0 $503k 6.0k 83.79
Analog Devices Stock (ADI) 0.0 $495k 3.0k 164.03
Ishares Global Tech Etf Etf (IXN) 0.0 $494k 11k 44.83
Illinois Tool Wks Stock (ITW) 0.0 $493k 2.2k 220.30
Borgwarner Stock (BWA) 0.0 $493k 12k 40.25
Aflac Stock (AFL) 0.0 $490k 6.8k 71.94
Corning Stock (GLW) 0.0 $485k 15k 31.94
Ishares Agency Bond Etf Etf (AGZ) 0.0 $484k 4.5k 106.43
Textainer Group Holdings Stock 0.0 $481k 16k 31.01
Mosaic Stock (MOS) 0.0 $480k 11k 43.87
Quest Diagnostics Stock (DGX) 0.0 $477k 3.0k 156.44
International Paper Stock (IP) 0.0 $472k 14k 34.63
Mfa Finl Reit (MFA) 0.0 $471k 48k 9.85
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.0 $469k 1.00 468711.00
At&t Stock (T) 0.0 $468k 25k 18.41
Accolade Stock (ACCD) 0.0 $464k 60k 7.79
General Dynamics Corp Stock (GD) 0.0 $463k 1.9k 248.11
Spdr Portfolio High Yield Bond Etf Etf (SPHY) 0.0 $461k 21k 22.34
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB) 0.0 $460k 16k 29.38
3M Stock (MMM) 0.0 $457k 3.8k 119.93
Spdr Portfolio Long Term Corporate Bond Etf Etf (SPLB) 0.0 $456k 20k 22.45
Ishares Expanded Tech Sector Etf Etf (IGM) 0.0 $455k 1.6k 280.00
Apollo Global Mgmt Stock (APO) 0.0 $455k 7.1k 63.79
Wisdomtree International Smallcap Dividend Fund Etf (DLS) 0.0 $453k 7.8k 57.96
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) 0.0 $447k 4.3k 104.51
Schwab U.s. Large-cap Etf Etf (SCHX) 0.0 $446k 9.9k 45.15
Gen Digital Stock (GEN) 0.0 $443k 21k 21.43
Twilio Inc Cl A Stock (TWLO) 0.0 $440k 9.0k 48.96
Moderna Stock (MRNA) 0.0 $440k 2.4k 179.62
Ishares Russell 1000 Value Etf Etf (IWD) 0.0 $430k 2.8k 151.65
Becton Dickinson & Co Stock (BDX) 0.0 $428k 1.7k 254.30
Spdr Bloomberg Investment Grade Floating Rate Etf Etf (FLRN) 0.0 $427k 14k 30.39
United Parcel Service Inc Cl B Stock (UPS) 0.0 $418k 2.4k 173.85
Clearwater Paper Corp Stock (CLW) 0.0 $411k 11k 37.81
Nvent Electric Stock (NVT) 0.0 $410k 11k 38.47
Air Prods & Chems Stock (APD) 0.0 $406k 1.3k 308.26
Ares Dynamic Cr Allocation Cef (ARDC) 0.0 $406k 35k 11.59
Factset Resh Sys Stock (FDS) 0.0 $404k 1.0k 401.21
Vanguard International High Dividend Yield Etf Etf (VYMI) 0.0 $395k 6.6k 59.57
Starbucks Corp Stock (SBUX) 0.0 $392k 4.0k 99.20
American Wtr Wks Stock (AWK) 0.0 $389k 2.6k 152.39
Vanguard Esg U.s. Corporate Bond Etf Etf (VCEB) 0.0 $386k 6.4k 60.67
Schwab Fundamental International Large Co. Index Etf Etf (FNDF) 0.0 $386k 13k 29.07
Dimensional U.s. Equity Etf Etf (DFUS) 0.0 $368k 8.8k 41.61
Vaneck Gold Miners Etf Etf (GDX) 0.0 $363k 13k 28.66
Invesco Ultra Short Duration Etf Etf (GSY) 0.0 $362k 7.3k 49.46
Sofi Technologies Stock (SOFI) 0.0 $361k 78k 4.61
First Trust North American Energy Infrastructure Fund Etf (EMLP) 0.0 $360k 14k 26.69
GSK Adr (GSK) 0.0 $360k 10k 35.14
Thomson Reuters Corp Stock 0.0 $360k 3.2k 114.06
Hess Corp Stock (HES) 0.0 $357k 2.5k 141.82
Transdigm Group Stock (TDG) 0.0 $355k 564.00 629.65
Cardinal Health Stock (CAH) 0.0 $352k 4.6k 76.87
Invesco S&p Global Water Index Etf Etf (CGW) 0.0 $350k 7.5k 46.62
Virtu Finl Inc Cl A Stock (VIRT) 0.0 $348k 17k 20.41
Synchrony Financial Stock (SYF) 0.0 $348k 11k 32.86
Houlihan Lokey Inc Cl A Stock (HLI) 0.0 $347k 4.0k 87.16
Verrica Pharmaceuticals Stock (VRCA) 0.0 $344k 125k 2.75
Teradata Corp Del Stock (TDC) 0.0 $343k 10k 33.66
Urban Outfitters Stock (URBN) 0.0 $342k 14k 23.85
Manchester Utd Plc New Ord Cl A Stock (MANU) 0.0 $341k 15k 23.33
Dimensional U.s. Targeted Value Etf Etf (DFAT) 0.0 $336k 7.6k 43.95
Brown Forman Corp Cl B Stock (BF.B) 0.0 $332k 5.1k 65.68
Ishares Expanded Tech-software Sector Etf Etf (IGV) 0.0 $331k 1.3k 255.90
Spdr Gold Shares Etf (GLD) 0.0 $330k 1.9k 169.64
Communication Services Select Sector Spdr Fund Etf (XLC) 0.0 $330k 6.9k 47.99
Albertsons Cos Stock (ACI) 0.0 $325k 16k 20.74
Colgate Palmolive Stock (CL) 0.0 $321k 4.1k 78.79
Pimco Enhanced Short Maturity Active Etf Etf (MINT) 0.0 $320k 3.2k 98.65
Activision Blizzard Stock 0.0 $319k 4.2k 76.55
Mccormick & Co Inc Com Non Vtg Stock (MKC) 0.0 $313k 3.8k 82.89
Ishares Global Healthcare Etf Etf (IXJ) 0.0 $312k 3.7k 84.89
Netapp Stock (NTAP) 0.0 $307k 5.1k 60.06
Price T Rowe Group Stock (TROW) 0.0 $306k 2.8k 109.06
Vanguard Energy Etf Etf (VDE) 0.0 $305k 2.5k 121.30
Northrop Grumman Corp Stock (NOC) 0.0 $303k 556.00 545.61
Cf Inds Hldgs Stock (CF) 0.0 $302k 3.5k 85.20
Global X Nasdaq 100 Covered Call Etf Etf (QYLD) 0.0 $296k 19k 15.91
Eog Res Stock (EOG) 0.0 $292k 2.3k 129.55
Elanco Animal Health Stock (ELAN) 0.0 $291k 24k 12.22
Nexstar Media Group Stock (NXST) 0.0 $286k 1.6k 175.03
Schwab Us Aggregate Bond Etf Etf (SCHZ) 0.0 $281k 6.2k 45.65
Baidu Inc Spon Adr Rep A Adr (BIDU) 0.0 $279k 2.4k 114.38
Smucker J M Stock (SJM) 0.0 $279k 1.8k 158.46
Okta Inc Cl A Stock (OKTA) 0.0 $277k 4.1k 68.33
Norfolk Southn Corp Stock (NSC) 0.0 $276k 1.1k 246.42
Ishares Msci United Kingdom Etf Etf (EWU) 0.0 $265k 8.7k 30.66
Ishares Us Financial Services Etf Etf (IYG) 0.0 $258k 1.6k 157.52
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA) 0.0 $254k 9.4k 27.00
Epam Sys Stock (EPAM) 0.0 $254k 775.00 327.74
Inspire Med Sys Stock (INSP) 0.0 $252k 1.0k 251.88
Philip Morris Intl Stock (PM) 0.0 $248k 2.5k 101.21
Lululemon Athletica Stock (LULU) 0.0 $244k 760.00 320.38
Spdr S&p Emerging Markets Dividend Etf Etf (EDIV) 0.0 $243k 10k 24.00
Eversource Energy Stock (ES) 0.0 $241k 2.9k 83.84
Ishares Core High Dividend Etf Etf (HDV) 0.0 $238k 2.3k 104.24
Progress Software Corp Stock (PRGS) 0.0 $238k 4.7k 50.45
Pearson Adr (PSO) 0.0 $237k 21k 11.27
Carters Stock (CRI) 0.0 $234k 3.1k 74.61
Palantir Technologies Inc Cl A Stock (PLTR) 0.0 $234k 37k 6.42
Lam Research Corp Stock (LRCX) 0.0 $234k 557.00 420.30
Aes Corp Stock (AES) 0.0 $231k 8.0k 28.76
Kraneshares Global Carbon Strategy Etf Etf (KRBN) 0.0 $227k 6.2k 36.47
Schwab Fundamental Us Large Co. Index Etf Etf (FNDX) 0.0 $227k 4.2k 53.44
Insperity Stock (NSP) 0.0 $226k 2.0k 113.60
Vanguard Russell 1000 Etf Etf (VONE) 0.0 $224k 1.3k 174.31
Encompass Health Corp Stock (EHC) 0.0 $221k 3.7k 59.81
Spdr Bloomberg High Yield Bond Etf Etf (JNK) 0.0 $217k 2.4k 90.00
American Intl Group Stock (AIG) 0.0 $217k 3.4k 63.23
Nuveen Enhanced Yield U.s. Aggregate Bond Etf Etf (NUAG) 0.0 $216k 11k 20.46
General Mtrs Stock (GM) 0.0 $215k 6.4k 33.64
Csg Sys Intl Stock (CSGS) 0.0 $215k 3.8k 57.20
Ameriprise Finl Stock (AMP) 0.0 $213k 684.00 311.37
Paccar Stock (PCAR) 0.0 $212k 2.1k 98.96
Vanguard Consumer Staples Etf Etf (VDC) 0.0 $210k 1.1k 191.57
Public Storage Reit (PSA) 0.0 $210k 749.00 280.05
Lockheed Martin Corp Stock (LMT) 0.0 $210k 431.00 486.21
Wynn Resorts Stock (WYNN) 0.0 $206k 2.5k 82.47
Biogen Stock (BIIB) 0.0 $206k 744.00 276.92
Crispr Therapeutics Ag Namen Akt Stock (CRSP) 0.0 $205k 5.0k 40.65
Ares Capital Corp Cef (ARCC) 0.0 $205k 11k 18.47
Sempra Stock (SRE) 0.0 $203k 1.3k 154.54
Madrigal Pharmaceuticals Stock (MDGL) 0.0 $203k 700.00 290.25
3-d Sys Corp Del Stock (DDD) 0.0 $196k 27k 7.40
Lendingclub Corp Stock (LC) 0.0 $195k 22k 8.80
Mattel Stock (MAT) 0.0 $193k 11k 17.84
Retail Opportunity Invts Corp Reit (ROIC) 0.0 $183k 12k 15.03
Stratasys Stock (SSYS) 0.0 $181k 15k 11.86
Blink Charging Stock (BLNK) 0.0 $175k 16k 10.97
Nuveen California Amt Qlt Mun Cef (NKX) 0.0 $174k 14k 12.30
Plains All Amern Pipeline L P Unit Ltd Partn Stock (PAA) 0.0 $167k 14k 11.76
Cymabay Therapeutics Stock 0.0 $157k 25k 6.27
Plug Power Stock (PLUG) 0.0 $155k 13k 12.37
American Well Corp Cl A Stock (AMWL) 0.0 $151k 54k 2.83
Fortuna Silver Mines Stock (FSM) 0.0 $150k 40k 3.75
Nsts Bancorp Stock (NSTS) 0.0 $147k 15k 10.13
Blackrock Munihldngs Cali Qlty Cef (MUC) 0.0 $140k 13k 10.74
Nuveen Ca Qualty Mun Income Cef (NAC) 0.0 $136k 12k 11.07
Sirius Xm Holdings Stock (SIRI) 0.0 $135k 23k 5.84
Lyft Inc Cl A Stock (LYFT) 0.0 $132k 12k 11.02
Uranium Energy Corp Stock (UEC) 0.0 $126k 33k 3.88
First Majestic Silver Corp Stock (AG) 0.0 $125k 15k 8.34
Snap Inc Cl A Stock (SNAP) 0.0 $123k 14k 8.95
Warner Bros Discovery Inc Com Ser A Stock (WBD) 0.0 $107k 11k 9.48
Anavex Life Sciences Corp Stock (AVXL) 0.0 $98k 11k 9.26
Vertex Energy Stock (VTNR) 0.0 $75k 12k 6.20
Silvercrest Metals Stock (SILV) 0.0 $72k 12k 6.00
Uniti Group Reit (UNIT) 0.0 $68k 12k 5.53
23andme Holding Co Class A Stock (ME) 0.0 $44k 20k 2.16
New Pac Metals Corp Stock (NEWP) 0.0 $37k 16k 2.25
Microvision Inc Del Stock (MVIS) 0.0 $24k 10k 2.35
Forward Inds Inc N Y Stock (FORD) 0.0 $11k 10k 1.07
Ati Physical Therapy Inc Com Cl A Stock 0.0 $11k 35k 0.30
Doma Holdings Stock 0.0 $10k 23k 0.45
Liberty Tripadvisor Hldgs Inc Com Ser A Stock (LTRPA) 0.0 $6.7k 10k 0.67
Greenlane Hldgs Inc Cl A Stock 0.0 $4.7k 16k 0.29
Polished Com Inc Wt Exp 060226 Stock (POLWQ) 0.0 $2.6k 33k 0.08